Customize Timeline View Filters and Options

Question

Greetings, I have 2 projects I use in Jira, and both are using Timeline view.  I noticed today that my filter options I have are different in both. A few questions for y'all, thanks in advance for any help.

1: Project 1 gives me the option to filter based on Status category, Epic and Quick Filters. Proejct 2 gives me the option to filter based on Status category, Epic and Quick Filters, Label and Type. How do I add these options?  I see a "View settings" button on my timeline, but don't see anything in there on how that's related.

2: My "Status" category drop down doesn't reflect my Epic Status' that I want to filter on.  I see To Do, In Progress and Done, but my Epic's have status' like "Hold" and "In Progress".  How do I update this drop down to reflect my status'?

Bill Sheboy · Answer

Hi @Eric Witkowski -- Welcome to the Atlassian Community!

For your first question about the filter options for the timeline view:

* The Labels option is only shown when issues in the project have values in the Labels field.  If you check your "project 1", I suspect that no issues have such values.
* Your "project 1" is likely a company-managed project and "project 2" is a team-managed project.  The second one does not include the issue type in the filters for that view.

For your second question, the "Status Category" field is different from an issue's "Status" values.  Status Category is an attribute of a Status, helping aggregate statuses, and the category only includes "To Do", "In Progress", and "Done" values.

Kind regards,
Bill

Doreen Undiri · Answer

Hi @Eric Witkowski

To answer your first question In company-managed projects, you have greater customization options in Board settings to add filters like Label and Type.

To do this, go to the board in Project 1, select the … (More) menu, and go to Board settings. Under Quick Filters, you can create new filters using JQL. For example, to filter by a specific label, you could add a filter with labels = "YourLabel", or for issue type, you could use issuetype = "Bug".  After saving them this filters will appear as buttons at the top of your board, allowing you to toggle them to view only issues with certain labels or types, similar to what you see in Project 2.

But for team-managed projects, the filtering options are more limited and don’t allow for custom Quick Filters with JQL.

But this can be done using  filter by Label and Issue Type directly on the board. To do this, go to the board in Project 1, and at the top, you’ll see filter options ( sometimes you find it in.....(more)) where you can toggle filters for Labels, Assignees, and Status. Simply click on Labels or Type to filter issues based on those categories.

Goodluck!!

Dd

Trudy P Claspill · Answer

Hello @Eric Witkowski

Welcome to the Atlassian community.

Based on what you have said I believe you are using the Timeline option that appears at the top of the navigation pane on left when you are viewing a Board in a Company Managed Software project. Is that correct?

In that case:

1. You would get the Label and Type filters automatically if the issues within the timeline/board encompass issues that have value(s) in the Labels field and different Issue Type, respectively.

2. The "Status Category" drop down reflects the three Status Categories available in Jira. This is not the same as the individual Status values that are defined and customizable in Workflows. Every individual Status value is assigned to a Status Category and color coded to match that category:

To Do: gray
In Progress: blue
Done: green

In the Basic Timeline you can filter only based on the Status Category, not the individual Status values.

Status Categories are not customizable, as in you cannot change their names or add new Status Categories. You can change the Status Category to which an individual Status value is associated. That will impact the use of that Status value in all Company Managed projects.